撰文丨王聪 排版丨水成文 线粒体 （ Mitochondria ） 对于细胞能量的产生以及细胞的整体功能至关重要。 线粒体 DNA （mtDNA） 的突变可引发使人衰弱的疾病，尤其会损害肌肉和神 经细胞等高耗能组织。高精度线粒体 DNA 操作有望揭示潜在的疾病机制并提供针对性治疗方案，但要实现这种精度仍是一项重大挑战。 近几年，出现了线粒体 DNA 编辑方法，然而，这些方法通常难以实现精准的单碱基编辑，通常会产生 旁观者编辑 （ Bystander editing ） ，这成为 了线粒体 DNA 编辑技术更广泛应用的一个主要限制。 2025 年 11 月 1 7 日 ， 西湖大学生命科学学院 卢培龙 团队 和 北京大学未来技术学院/核糖核酸北京研究中心 汪阳明 团队合作 （ 米黎 、 李宇轩 、 吕莘辰 为论文共同第一作者 ） ，在 Nature 子刊 Nature Structural & Molecular Biology 上发表了题为： Computational design of a high-precision mitochondrial DNA cytosine base editor 的研究论 ...

Market Overview - Technology stocks experienced a collective pullback, with indices showing a slight V-shaped recovery [3] - The biodiesel sector saw significant gains, with stocks like Shanhigh Environmental and Jiaao Environmental hitting the daily limit [3] - Gene editing stocks surged, with companies such as Nanjing Xinbai and Jimin Health reaching their daily limits [3] - Oil service stocks also performed well, with companies like Zhun Oil and Shandong Molong hitting the daily limit [3] - The satellite internet sector saw a late-stage rally, with Shanghai Huguang and Shanghai Gangwan both experiencing sharp increases [3] Banking Sector - The banking sector showed resilience amidst the overall market decline, with major banks like Agricultural Bank of China leading the way [5] - Agricultural Bank of China saw a significant increase of 3.49%, reaching a market capitalization of over 3 trillion, solidifying its position as the second-largest bank globally [6] Satellite Internet - The satellite internet sector rebounded sharply in the late trading session, with notable gains from companies like Aerospace Zhizhuang and China Satellite [10] - The catalyst for this rally was the announcement of a new, cheaper Starlink home package by SpaceX, priced at $40 per month [10] Company-Specific Developments - Xingsen Technology experienced a rise of 6% after rumors of a partnership with Nvidia surfaced, although these claims were later disputed [12][13] - Daily Interaction saw a volatile trading session, initially declining but then surging over 10% due to speculation around a new product release related to DeepSeek [19]

IT之家 11 月 10 日消息，华尔街日报于 11 月 8 日发布博文，报道称由 OpenAI 首席执行官山姆・奥尔特曼及 Coinbase 首席执行官布莱恩・阿 姆斯特朗等科技巨头投资的初创公司 Preventive，正秘密推进一项创造"基因编辑婴儿"的计划。 奥尔特曼的丈夫奥利弗・穆尔赫林（Oliver Mulherin，两人于 2024 年 1 月结婚）表示，是他主导了这项投资，称此举旨在帮助家庭避免遗传 疾病。 阿姆斯特朗曾公开支持胚胎编辑，他发帖表示"很高兴"支持 Preventive 公司，并认为纠正胚胎中的基因缺陷比治疗成年后的疾病要容易得 多。 很高兴能成为 Preventive 的投资者! 全球有超过3亿人患有遗传性疾病。应开展基础研究，以确定能否开发出安 全有效的疗法，在出生时就治愈这些疾病。在疾病进展之前,例如在胚胎时 期,纠正少量细胞的病变要容易得多。 翻译帖子 Lucas Harrington @ @CRISPR_LuCas . 10月30日 Excited to announce Preventive, a PBC dedicated to rigorous research i ...

Group 1: Beidou Navigation Industry - The Beijing-Tianjin-Hebei region aims to promote the application of over 800,000 new Beidou independent positioning terminal products by 2027, with a total application scale reaching 5 million units [1] - The action plan targets the cultivation of 10 leading enterprises and 50 "specialized, refined, distinctive, and innovative" companies, aiming to create an industry cluster worth over 200 billion yuan [1] - Huatai Securities believes that the Beidou navigation application industry has broad prospects, driven by demand from smartphones, consumer electronics, and specialized industries [1] Group 2: Robotaxi Development - Alibaba's Gaode announced a partnership with XPeng to integrate Robotaxi services into its platform, marking a significant step in the autonomous driving sector [2] - Morgan Stanley predicts that the global Robotaxi and fully autonomous driving market could reach approximately $300 billion by 2035 [2] - CITIC Securities highlights that the smart vehicle sector is a key growth area, with expectations for a critical transition in smart driving chips by 2025 [2] Group 3: Robotics Industry - XPeng aims to achieve mass production of advanced humanoid robots by the end of 2026 and plans to open its robot SDK to global developers [3] - The humanoid robot industry is entering a phase of rapid development, with significant applications expected in industrial settings [3][5] - ByteDance's recruitment for a senior algorithm expert in humanoid robotics indicates a strong commitment to advancing in this cutting-edge field [5] Group 4: Energy Storage Market - As of September 2023, China's new energy storage installed capacity has surpassed 100 million kilowatts, growing over 30 times since the end of the 13th Five-Year Plan [4] - The global energy storage market is expanding rapidly, with domestic bidding for storage projects increasing by 30% year-on-year [4] - The transition of energy storage from a policy-driven option to a market-driven necessity is expected to drive significant growth in the sector [4] Group 5: Gene Editing and Biotechnology - United Therapeutics has initiated the first clinical trial for gene-edited pig kidney transplants in humans, marking a significant advancement in this field [6] - The FDA's approval for this trial indicates a shift from individual cases to larger-scale clinical studies, reflecting technological maturity [6] Group 6: Macro and Industry News - Beijing's municipal government is supporting the development of the brain-computer interface industry with a dedicated incubation fund [6] - Shanghai's action plan aims to enhance efficiency in logistics through the application of drones in commercial settings [6] - The eighth Hongqiao International Economic Forum highlighted the importance of collaboration in humanoid robot technology development [6]

Group 1 - The core viewpoint of the news is the initiation of large-scale clinical trials for gene-edited pig kidneys for human transplantation, marking a significant advancement in biotechnology and organ transplantation [1] - The first clinical trial was completed at NYU Langone Medical Center, approved by the FDA, aiming to evaluate the safety and efficacy of gene-edited pig kidneys for patients with end-stage kidney disease [1] - Global advancements in gene editing technology have been reported, including successful transplantation of gene-edited pig lungs in China and new treatment approaches for Down syndrome in Japan [1] Group 2 - Huazhong Securities highlights that breakthroughs in gene editing technology have significantly lowered the technical barriers for genetic modification, enabling large-scale industrial production of drugs [2] - In the A-share market, there are 22 listed companies with gene editing technology reserves, with mixed performance in stock prices; only 7 out of 22 companies saw gains on November 5 [4] - Among gene editing concept stocks, Shuanglu Pharmaceutical reported the highest net profit of 141 million yuan in the first three quarters, while Mengcao Ecological achieved a year-on-year profit increase of 48.73% [5][6] Group 3 - Eight gene editing concept stocks received attention from five or more institutions, with companies like Sturdy Medical and Huaxi Biological leading in institutional ratings [7] - Sturdy Medical announced a collaboration with Huazhong Agricultural University to establish a cotton research institute, focusing on gene editing and hybridization techniques for cotton seed improvement [7]

Group 1 - The core point of the news is the initiation of large-scale clinical trials for gene-edited pig kidneys for human transplantation, marking a significant breakthrough in gene editing technology [1] - The trials are approved by the FDA and aim to systematically evaluate the safety and efficacy of gene-edited pig kidneys for patients with end-stage kidney disease [1] - There have been multiple advancements in gene editing technology globally, including successful transplants of gene-edited organs and new treatment approaches for genetic disorders [1] Group 2 - Huazhong Securities notes that breakthroughs in gene editing technology have significantly lowered the technical barriers for genetic modification, enabling large-scale industrial production and reducing drug production costs [2] - A total of 22 listed companies in the A-share market have gene editing technology reserves, with several companies reporting profitability in their third-quarter results [3] - Notable companies include Shuanglu Pharmaceutical, which reported a net profit of 141 million yuan, and Mengcao Ecological, which saw a 48.73% year-on-year increase in net profit [3][4] Group 3 - Companies like Wanjian Medical are collaborating with research institutions to develop cotton varieties using gene editing technology, indicating the application of gene editing beyond human health [5] - The number of institutional ratings for gene editing concept stocks shows significant interest, with companies like Wanjian Medical and Huaxi Biological receiving the highest number of ratings [6]

Core Viewpoint - The article discusses the controversial emergence of companies focusing on gene editing technologies, particularly in relation to human embryos, highlighting the recent activities of Cathy Tie and her company Manhattan Genomics, as well as the ethical and safety concerns surrounding such advancements [2][10][11]. Company Overview - Cathy Tie, a Canadian entrepreneur, has founded multiple biotechnology companies over the past 11 years, including her latest venture, Manhattan Genomics, which aims to edit human embryo genes to prevent genetic diseases [4][8]. - Manhattan Genomics was co-founded by Cathy Tie and Eriona Hysolli, who previously worked at Colossal Biosciences, a company focused on resurrecting extinct species through gene editing [9][10]. Industry Developments - On October 30, 2025, Manhattan Genomics announced key employee hires, including a bioethicist and experts in non-human primate reproductive biology, as part of their preparation for potential CRISPR baby projects [10]. - Preventive, another company exploring gene editing in human embryos, recently secured nearly $30 million in funding, indicating a growing interest and investment in this controversial area [10]. Ethical and Safety Concerns - The scientific community largely agrees that commercializing gene editing in human embryos is premature, given the significant safety risks and ethical dilemmas compared to existing CRISPR therapies approved for conditions like sickle cell disease and β-thalassemia [11][12]. - Editing embryos poses unique challenges, as changes would affect nearly every cell in the body and could be passed on to future generations, raising unpredictable consequences [13]. Technological Context - CRISPR technology, recognized as a groundbreaking biotechnological advancement, received the Nobel Prize in Chemistry in 2020, yet its application in human embryos remains heavily restricted in many countries, including the U.S. [12]. - Recent advancements in gene editing for non-reproductive cells have progressed rapidly, with the first CRISPR-Cas9 therapy approved in 2023 for genetic blood disorders, showcasing the potential of gene editing outside of embryo manipulation [12].

Core Insights - A new gene editing technology based on reverse transcriptase has been developed, allowing for more precise and efficient repair of multiple pathogenic mutations in mammalian cells, laying a significant foundation for broad-spectrum gene therapies [1][2] Group 1: Technology Development - The new technology can simultaneously correct various pathogenic mutations in mammalian cells and has successfully cured mutations causing scoliosis in zebrafish embryos, marking the first use of reverse transcriptase technology for precise mutation repair in vertebrates [1] - Existing gene editing technologies typically target one or two specific mutations, limiting effective treatment options for many patients; the new technology can replace entire defective regions with healthy DNA segments, akin to "patching" genes, thus offering hope for more patients [1] Group 2: Efficiency and Application - The new technology has increased editing efficiency from 1.5% to approximately 30% in mammalian cells, significantly improving the success rate of gene editing [2] - The technology utilizes an RNA delivery system encapsulated in lipid nanoparticles, effectively overcoming challenges associated with the delivery phase of traditional gene editors [2] - The research team is currently developing a gene therapy for cystic fibrosis, a disease known to have over a thousand pathogenic mutations, with the new technology potentially benefiting a broader patient population by directly replacing entire defective regions [2]

Core Insights - The Chinese government has officially recognized biomanufacturing as one of the seven key future industries, alongside quantum technology and hydrogen energy, aiming to establish a high-tech industrial framework [2] - Biomanufacturing is positioned as a critical driver for industrial upgrading and high-quality economic development in China, comparable in importance to semiconductor manufacturing [2] Biomanufacturing Overview - Biomanufacturing utilizes industrial biotechnology to transform living cells into production facilities, converting renewable raw materials into high-value products such as pharmaceuticals, vaccines, biodegradable plastics, and synthetic fuels [2] Gene Editing Industry Analysis - Gene editing is a core technology supporting biomanufacturing, with applications in agriculture and disease treatment [3][4] - In agriculture, gene editing has been successfully applied to develop high-yield, disease-resistant crop varieties and improve livestock breeds [4] - In the medical field, gene editing shows potential in treating genetic diseases and cancers, providing new therapeutic options [4] Synthetic Biology Industry Analysis - Synthetic biology acts as an accelerator for biomanufacturing, impacting various sectors including energy, materials, and pharmaceuticals [8] - It is projected that 35% of petrochemical and coal chemical products could be replaced by biomanufactured products in the next decade, leading to significant economic implications [8] - The global market for synthetic biology in China was approximately $937 million in 2022, with expectations for rapid growth [11] Future Impact and Market Potential - Biomanufacturing is expected to revolutionize manufacturing processes, agricultural practices, and natural product sourcing [13] - By the end of the century, biomanufacturing could account for one-third of global manufacturing output, creating a market valued at $30 trillion [14]

Market Overview - The U.S. stock market experienced a strong rebound, with all three major indices closing higher, driven by improved investor risk appetite and positive sentiment in the technology sector [1][4] - The Nasdaq 100 and Philadelphia Semiconductor indices reached all-time closing highs, indicating a broad market rally [1][2] Economic Indicators - The market's positive momentum was supported by easing trade tensions and a reduction in credit panic in the U.S., leading to improved market sentiment [1] - White House economic advisor Kevin Hassett indicated that the government shutdown is likely to end soon, further boosting market confidence [1] Sector Performance - Technology stocks, particularly in the semiconductor sector, were the main drivers of the market rally, with notable gains in companies like Micron Technology, which saw its target price raised by Barclays [1][4] - The Nasdaq Composite Index rose by 1%, while the Philadelphia Semiconductor Index reached a historical high, solidifying the growth sector's leadership [2] Financing Environment - Improvements in the financing environment were noted, with a decline in the U.S. secured overnight financing rate (SOFR), alleviating liquidity concerns [4] - The VIX index, which measures market volatility, fell by over 12%, further supporting the optimistic market outlook [4] Biotechnology Sector - The gene editing and rare earth sectors saw significant gains, with CRISPR Therapeutics (CRSP) rising over 7% [6] - Other companies in the gene editing space, such as BEAM, NTLA, EDIT, and PRME, also experienced substantial increases in stock prices [7] Policy and Regulatory Developments - The U.S. and Australia signed a framework agreement on critical minerals and rare earth supply chains, committing over $3 billion to key projects, which is expected to enhance the strategic valuation of frontier biotechnology [8][9] - The recent increase in communication frequency between the FDA and gene editing companies suggests a faster regulatory pace, which could positively impact market expectations for these firms [8] AWS Service Outage - Amazon Web Services (AWS) experienced a significant service outage in its U.S. East region, affecting numerous global clients and leading to widespread disruptions [10][11] - The outage was attributed to an internal DNS parsing issue, which caused cascading failures across various services [13][14] - The incident raised concerns about the structural risks associated with cloud infrastructure centralization and may prompt a reevaluation of cloud service reliability and disaster recovery standards [15][16]